Book an appointment

Individual Tax Return (Completion)

Book this appointment after you have signed an engagement letter and have uploaded your documents to the secure portal from the link we sent you. File Extensions and calculate estimated tax to avoid interest and penalties. Our price various for 1040 Tax Returns depending on your tax situation.

$100 · 30 minutes

Birthday Clients

Free Credit Card Debt Optimization Strategy 15 Minute call offered in Birthday email. Offer is valid until the close of business day on the clients birthday.

Free · 15 minutes

Business Consultation

We offer a 40-minute consultation, if you choose to work with us, your consultation fee will be applied towards your service.

$167 · 40 minutes

Personal Tax Planning Strategy Session

1040 Federal Individual income tax planning, projections, preparation, and compliance.

Price Varies · 45 minutes

Business Tax Planning Strategies

1065, 1120, 1120s, 990 and all other Business Taxes, This Appointment is not for 1040. Tax planning is a process of looking at various tax options in order to determine when, whether, and how to conduct business l transactions so that taxes are eliminated or considerably reduced. The dollar amount listed is the Retainer Fee.

Price Varies · 45 minutes

Individual Tax Return (New Clients Only)

File Extensions and calculate estimated tax to avoid interest and penalties. Our price various for 1040 Tax Returns depending on your tax situation. We do require $100 down payment to secure your appointment. The fee will be applied to invoice.

30 minutes

Business Tax Return (New Clients Only)

Our price various for Business Tax Returns depending on your tax situation. We do require $200 down payment to secure your appointment. The fee will be applied to invoice.

45 minutes

Tax Audit and Notice Support (Initial Appointment)

We can help you with your Tax Agency letter. You've received a notice from the Tax Agency, and you're not sure what to do. We've got you covered. Not all Tax Agency notices are audit-related. We'll help you find out why you were contacted and what you need to do next. But if you are audited, we can help with that, too. Our price various for Tax Audit and Notice Support depending on your tax situation. We do require $100 down payment to secure your appointment. The fee will be applied to invoice.

45 minutes

End of the Year Update

This appointment is for existing clients who need to schedule an appointment to provide updated documents and information inorder to file their upcoming tax returns.

Price Varies · 45 minutes

Trip Charge

For your convenience, we can come to you. If you book an appointment and need us to come to you, ensure you also add the Trip Charge!

$179 · 1 hour

K

Keana Spencer